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Motilal Oswal Ultra Short Term Fund Direct Growth
+6.40%
3Y annualised
-0.02% 1D
NAV: 22 May '26
₹18.34
Min. for SIP
₹500
Fund size (AUM)
₹427.73 Cr
Expense ratio
0.22%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,568 | +2.61% | |
| 3 years | ₹1,80,000 | ₹1,96,845 | +9.36% | |
| 5 years | ₹3,00,000 | ₹3,48,153 | +16.05% | |
| 10 years | ₹6,00,000 | ₹7,62,185 | +27.03% |
Holdings (13)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 17.31% |
| Tata Capital Ltd. | Financial | CP | 5.82% |
| Export-Import Bank Of India | Financial | CD | 5.80% |
| Indian Bank | Financial | CD | 5.80% |
| Union Bank of India | Financial | CD | 5.79% |
| Sundaram Finance Ltd. | Financial | CP | 5.74% |
| Axis Bank Ltd. | Financial | CD | 5.74% |
| Reserve Bank of India | Financial | T-Bills | 5.73% |
| HDFC Bank Ltd. | Financial | CD | 5.70% |
| Bajaj Finance Ltd. | Financial | CP | 5.63% |
| Reserve Bank of India | Financial | T-Bills | 5.60% |
| Bank Of Baroda | Financial | CD | 5.56% |
| National Bank For Agriculture & Rural Development | Financial | CD | 5.49% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.4% | +5.5% | +4.1% | +4.9% |
| Category average (Debt Ultra Short Duration) | +6.8% | +5.7% | +6.0% | -- |
| Rank (Debt Ultra Short Duration) | 24 | 24 | 11 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Tata Ultra Short Term Fund Direct Growth | +6.49% | +7.37% | 5,712.94 | |
Axis Ultra Short Duration Fund Direct Growth | +6.30% | +7.32% | 5,916.37 | |
Invesco India Ultra Short Duration Fund Direct Growth | +6.29% | +7.23% | 1,073.27 | |
UTI Ultra Short Duration Fund Direct Growth | +6.24% | +7.23% | 4,126.04 | |
SBI Ultra Short Duration Fund Direct Growth | +6.02% | +7.07% | 12,552.96 | |
| Compare | ||||
Fund management
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
About Motilal Oswal Ultra Short Term Fund Direct Growth
Motilal Oswal Ultra Short Term Fund Direct Growth is a Debt Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Rakesh Shetty is the Current Fund Manager of Motilal Oswal Ultra Short Term Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,43,825 Cr and the Latest NAV as of 22 May 2026 is ₹18.34.
The Motilal Oswal Ultra Short Term Fund Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
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Investment Objective
The Scheme seeks to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.
Fund benchmarkCRISIL Ultra Short Duration Debt A-I Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,43,824.90 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,